2023 Form 5500 filing — Gemini, Incorporated Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250516130807NAL0020330305001) for Gemini, Incorporated Profit Sharing Plan, reported by Gemini, Incorporated under EIN 41-0854683 and plan number 001. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$101.3MReported net assets$101,327,929
Participants1K1,025
Provider compensation$188.2K5 Schedule C row(s)$188,151
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250516130807NAL0020330305001
- Plan sponsor
- Gemini, Incorporated
- EIN
- 41-0854683
- Plan number
- 001
- Location
- Cannon Falls, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$101.3M total assets
Net assets$101.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $101,327,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,327,929
- Employer contributions
- $2,070,214
- Participant contributions
- $4,372,009
- Total income / additions
- $27,898,459
- Benefits paid
- $10,885,699
- Administrative expenses
- $189,057
- Total expenses
- $11,074,756
- Net increase / (decrease)
- $16,823,703
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $142,351 | not reported in the loaded dataset |
| Perceptive Edge Investment Mgmt Inc | NONE | $30,000 | not reported in the loaded dataset |
| Clay Alveshere, Cpa | NONE | $9,300 | not reported in the loaded dataset |
| Harrington Langer Associates | NONE | $6,500 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |